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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,828 | $60,119+129.3% | $90,430+52.4% | $79,858+72.6% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 11.79% | 71.94%-60.1pp | 1293.73%-1281.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $1,830 | $2,068-11.5% | $3,262-43.9% | $2,471-25.9% |
| Participant deferral / active EE | $1,487 | $2,938-49.4% | $3,963-62.5% | $3,740-60.2% |
| Admin fee / account holder | $1,139 | $3,976-71.4% | $5,613-79.7% | $5,306-78.5% |